What's The Big Deal?
Claim This Podcastby Wall Street Prep
Podcast Overview
<p>Get the view from the inside. Every week, Graham Smith (ex-Ares) and Deborah Taylor (ex-Barclays) take a look at Wall Street’s headline-grabbing deals. </p><p><br></p><p>From mega-mergers and hostile takeovers to complex private credit transactions, they break down the why, the how, and the who behind the numbers.</p>
Language
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Publishing Since
3/5/2026
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Recent Episodes
July 23, 2026
Did Claude Fable 5 Just Solve Private Equity?
Stripe and Advent have proposed a $50+ billion take-private acquisition of PayPal. It's a mega deal that doesn't fit neatly into any traditional M&A category. Stripe is the private payments giant. Advent is one of the largest global PE firms. PayPal is a public payments company with $33 billion in revenue. And the combined transaction is arguably too big for a traditional buyout, which is exactly what makes it interesting. In this episode, Debs and Graham dig into what m...
July 16, 2026
Investment Banking: Claude Fable 5 Just One-Shotted a Bulge Bracket-Grade DCF
Six weeks ago, Debs and Graham asked Claude Opus to build a DCF. The result got a B-minus from Graham and a C from Debs. Missed calculations, questionable assumptions, no clear reasoning on why it was cutting corners. This week they ran the exact same test — same prompt, same company, no additional guidance — on Anthropic's newest model, Fable 5. The result was a step-change neither Graham or Debs expected. In this episode, Debs and Graham walk through the Fable 5 output in detail. Mid-...
July 9, 2026
Private Equity Faces a 9-Year Backlog. Here's Why.
US private equity firms now face a 9-year backlog of unsold portfolio companies at the current pace, according to new PwC and PitchBook analysis. Roughly 13,500 companies sit in PE portfolios as of June 30, with nearly 4,000 held for 6+ years and 1,500 held for 9+ years. Fundraising has collapsed alongside, with only $159.6 billion raised in H1, on track to match 2025's muted total. In this episode, Debs and Graham dig into Bain's private equity report and unpack the structural pressure...
19 total episodes available
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Frequently asked questions
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- What is What's The Big Deal??
<p>Get the view from the inside. Every week, Graham Smith (ex-Ares) and Deborah Taylor (ex-Barclays) take a look at Wall Street’s headline-grabbing deals. </p><p><br></p><p>From mega-mergers and hostile takeovers to complex private credit transactions, they break down the why, the how, and the who behind the numbers.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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